See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,997 | $209,411-32.2% | $178,490-20.4% | $158,922-10.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.36% | 188.75%-191.1pp | 151.07%-153.4pp | 302.83%-305.2pp |
| Employer contribution / active EE | $9,499 | $5,706+66.5% | $5,011+89.6% | $4,761+99.5% |
| Participant deferral / active EE | $7,007 | $5,954+17.7% | $5,202+34.7% | $5,982+17.1% |
| Admin fee / account holder | $1,006 | $17,074-94.1% | $13,984-92.8% | $11,246-91.1% |